See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,721 | $49,915-36.5% | $154,803-79.5% | $74,304-57.3% |
| Participation rate | 41.8% | 54.0%-12.1pp | 78.1%-36.3pp | 60.3%-18.5pp |
| Annual return | 8.87% | 34.06%-25.2pp | 58.88%-50.0pp | 29.43%-20.6pp |
| Employer contribution / active EE | $758 | $1,611-53.0% | $4,305-82.4% | $2,241-66.2% |
| Participant deferral / active EE | $883 | $2,255-60.8% | $5,540-84.1% | $3,767-76.6% |
| Admin fee / account holder | $9,798 | $2,189+347.6% | $14,329-31.6% | $2,969+230.0% |